LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.08M
3
+$1.31M
4
QCOM icon
Qualcomm
QCOM
+$642K
5
BUD icon
AB InBev
BUD
+$542K

Top Sells

1
+$1.31M
2
+$1.15M
3
+$947K
4
FAST icon
Fastenal
FAST
+$713K
5
DE icon
Deere & Co
DE
+$626K

Sector Composition

1 Technology 14.99%
2 Industrials 12.96%
3 Healthcare 10.61%
4 Energy 8.73%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.22%
2,519
+175
77
$277K 0.21%
2,335
78
$266K 0.2%
2,600
79
$238K 0.18%
9,385
80
$233K 0.18%
6,845
+82
81
$229K 0.17%
3,884
-625
82
$224K 0.17%
11,020
83
$223K 0.17%
4,728
-1,083
84
$222K 0.17%
2,467
-48
85
$211K 0.16%
7,825
-1,375
86
$208K 0.16%
+8,836
87
$204K 0.16%
4,240
-554
88
$203K 0.15%
1,894
89
$171K 0.13%
4,772
90
– –
-3,800
91
– –
-2,327
92
– –
-3,510
93
– –
-7,072
1 2 3
4